IP
SASR

Interval Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History

Interval Partners’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-86,822
Closed -$2.72M – 489
2024
Q3 		$2.72M Buy
+86,822
New +$2.57M 0.06% 241

Other funds holding SASR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Interval Partners's SASR Position: Q4 2024 in Review

Interval Partners sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2024, closing a stake of 86,822 shares — an estimated $2.72M sold.

Interval Partners first reported a position in SASR in Q3 2024 and held it in 1 quarter. The position peaked at $2.72M in Q3 2024. 227 funds tracked by Wall St. Rank hold SASR as of Q4 2024.

  • Interval Partners reported no remaining Sandy Spring Bancorp Inc position as of Q4 2024 after selling out during the quarter.
  • Interval Partners sold 86,822 Sandy Spring Bancorp Inc shares in Q4 2024, an estimated $2.72M.
  • Interval Partners first reported a position in Sandy Spring Bancorp Inc in Q3 2024 and held it in 1 quarter.
  • Interval Partners's Sandy Spring Bancorp Inc position peaked at $2.72M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2024.

Based on Interval Partners's 13F filing for Q4 2024, filed 14 Feb 2025.